See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,691 | $71,050+29.1% | $93,606-2.0% | $80,856+13.4% |
| Participation rate | 52.5% | 60.4%-7.9pp | 68.7%-16.2pp | 67.6%-15.1pp |
| Annual return | 12.05% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $612 | $1,564-60.8% | $2,420-74.7% | $2,755-77.8% |
| Participant deferral / active EE | $4,066 | $4,034+0.8% | $4,411-7.8% | $4,296-5.4% |
| Admin fee / account holder | $3,236 | $6,945-53.4% | $8,285-60.9% | $6,918-53.2% |